Relationship ManagerAssistant Relationship Manager – JB Financial (Pvt) Ltd in Colombo, Western Province

JB Financial (Pvt) Ltd is currently accepting applications for the position of Relationship Manager / Assistant Relationship Manager in the Western Province area. We are actively seeking qualified candidates for this Full-time opportunity.

We are looking for individuals who possess strong Sales and Business Development skills and have a minimum of Mid-Senior level in the field. Along with technical expertise, we highly value qualities such as integrity, discipline, and a strong sense of responsibility in our potential employees.

JB Financial (Pvt) Ltd operates within the Financial Services industry. If you are interested in joining our esteemed organization, we encourage you to submit your application without delay.

Job Information

Job Description

JB Financial Relationship Managers focus on generating new wealth management business through marketing and sales of unit trusts. They are responsible for ensuring portfolio growth and revenue generation through an exclusive focus on establishing relationships with prospects and existing clients.

Responsibilities:

• Developing and actioning sales strategies and advice for prospects and existing clients (high net-worth individuals and corporates).
• Establishing trusted client relationships by exceeding client expectations, demonstrating knowledge of investments and financial markets, and advising clients on a financial plan.
• Accuracy in arranging and confirming client account transactions and answering general account inquiries.
• Identifying potential leads, obtaining face-to-face meetings, handling objections, and closing sales.
• Meeting monthly personal sales targets.

Requirements:

• Experience in a target-driven sales/relationship management role.
• Experience in the unit trusts industry or in banking and finance would be an advantage.
• A professional qualification related to Marketing / Banking / Finance.
• Strong people skills, excellent communication skills, and ease at building relationships.
• Interest in financial markets, financial planning, and sales.
• Have a self-starter mentality, with a “need for achievement” mindset to thrive in a sales environment.

Benefit

• Overtime bonus
• Gaining experience
• Comfortable work environment

Application Requirements

• Good communication skills
• Strong team skills
• Experience in similar work

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